See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,909 | $78,705+101.9% | $117,854+34.8% | $70,131+126.6% |
| Participation rate | 78.5% | 73.2%+5.3pp | 79.7%-1.2pp | 69.5%+8.9pp |
| Annual return | 18.62% | 23.30%-4.7pp | 335.08%-316.5pp | 73.14%-54.5pp |
| Employer contribution / active EE | $3,459 | $2,223+55.6% | $3,786-8.6% | $2,342+47.6% |
| Participant deferral / active EE | $5,090 | $3,297+54.4% | $4,482+13.6% | $3,332+52.8% |
| Admin fee / account holder | $23,985 | $5,065+373.5% | $8,020+199.1% | $4,645+416.3% |